What We Do

 
 

1. Full Service Financial Planning

  • Ongoing Advice, Options, and Recommendations

  • Protection Planning

  • Education Planning, if applicable

  • Goals-based Values-based Investing

  • Lifetime Income Planning

  • Tax Savings Strategies

  • Transfer of Wealth Planning

2. Investment Management

  • No Minimum Investment Amount Requirements

  • Goals-Based Assets

  • Tax savings Investment Strategies.

  • Social Responsible & Sustainable Investments

3. "Quick-Start" Financial Planning 

  • One 60 minute Virtual Meeting

  • Easy-to-understand and specific advice

  • Take-Action List

  • Written Recommendations   

  • Follow-up email

4. Project-based Arrangement

  • Business Ownership Profit Maximization

  • IRA/401(k)/Real Estate Investing

  • College Education Savings/Student Loan Payoff

  • Cash Flow Planning

 

 
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"As your personal financial advisor, I help you gain financial freedom, stop procrastinating, and get to where you want to go. I work with business owners and high-income earners to maximize their profits for their future and their family's future. Do you have a date-specific, dollar-specific financial plan? Are you making strides towards your goals? Do you know which goals to set?" 

-- Eric Maldonado, Owner, MBA, CERTIFIED FINANCIAL PLANNER™ Practitioner, Certified Kingdom Advisor™

 

Our Investment Committee

At Aquila Wealth Advisors, we believe the investment process and your portfolio should be connected to and driven by the personal goals and values of your financial plan. It should be sophisticated, yet not complicated. We also believe in the power of expertise and providing our clients access to some of the best investment minds in the business. To that point, I have partnered with XY Investment Solutions, LLC (“XYIS”) and gained access to their Investment Committee to construct and continuously review our portfolios:

 
 
 

XY Investment Solutions is exclusively designed to serve the members of XY Planning Network (“XYPN”) and is focused on delivering investment solutions for the modern advisor and client. They believe in the tenants of asset allocation and diversification, low cost, tax efficiency and discipline. They take a global view and believe in covering both the size and style spectrum with emphasis on value.

XYIS is a subsidiary of XYPN and custodies all assets at TD Ameritrade Institutional, an independent and unaffiliated custodial broker-dealer and member FINRA/SIPC. The Investment Committee boasts over 50 years of combined experience and includes industry luminary and XYPN Co-Founder Michael Kitces, XYPN Co-Founder Alan Moore, XYIS Director Brandon Moss and Mario Nardone, CFA who leads the Investment Committee

*Please note Mario Nardone is not an employee or Investment Adviser Representative of either XYIS or Aquila Wealth Advisors, and provides his services on an independent basis through his own registered investment adviser, East Bay Financial Services.

XYIS is an independent registered investment adviser, and is unaffiliated with Aquila Wealth Advisors. The name “XY Investment Solutions”, its logo, and all related names, logos, product and service names, designs and slogans are trademarks of XYIS or its affiliates or licensors.

Nothing presented on or through this website regarding XYIS, its Investment Committee, or any of its investment solutions (“XYIS Content”) is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this website includes XYIS Content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive personalized advice. Such XYIS Content is made available solely for general information purposes, and XYIS does not warrant the accuracy, completeness or usefulness of this content.

Nothing contained on this website regarding XYIS Content should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website in conjunction with XYIS, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.

Any content on this website regarding XYIS Content is provided on an “as is” and “as available” basis, without any warranties of any kind, either express or implied. XYIS disclaims all warranties of any kind, whether express or implied, statutory or otherwise, including but not limited to any warranties of merchantability, non-infringement and fitness for a particular purpose. In no event will XYIS, its affiliates

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